ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.
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Our highly effective computer training courses, will help save you time and money, plus you will earn CFP* and Life License Credits.

Client Relations in the Post CRM2 World

1.5 FPSC-approved CE credits, The Institute Accredited (Advocis) 1.50 CE Credits and 1.25 IIROC Professional Development


CRM2 regulations are going to have a profound effect on the personal finance industry. Clients will soon be presented with a set of statistics detailing fees and returns that won't be straightforward. Our course will teach you how to handle client relationships in the post CRM2 world by demonstrating your value as a financial planner. Learn how to explain the benefits of your financial advice to a client with the help of CRM2Plus software.

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Client Relations - Understanding CRM2 Performance Reporting

7 FPSC-approved CE credits and 6 hours of IIROC Professional Development


This workshop will educate financial professionals on the background information regarding CRM2's reporting standards, in order to easily explain the newly mandated information to clients. It will explain how to analyze a portfolio and will offer hands on experience working through problem sets carried out using both Microsoft Excel and CRM2Plus software. The exercises will teach participants how to explain the resulting analysis to non-experts and will enhance client communication. Case studies comparing portfolios will be examined to assist participants in understanding the applicability of the tools.

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Social Networking for Financial Professionals (Facebook, Linkedin etc.)

7 FPSC-approved CE credits and 7 hours of IIROC Professional Development


Facebook, Twitter and LinkedIn combined boast well over 1.5 billion users worldwide. This social phenomenon has become the premier way to maintain contact and facilitate communication with your client base. Our course will effectively teach you industry best practices in client relationship management and communication.

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Microsoft Excel for Financial Advisors (Basic)

7 FPSC credits* and 7 Life License Credits (Ont)

Communicating financial information is often challenging. If skills such as creating budgets, tracking expenses, determining costs across different sectors of your business, and tracking GST/HST efficiently are often on your to-do list as a Finacial Advisor, then this course will help save you time and money. Learn to use Microsoft Excel, Microsoft's spreadsheet authoring software, to create graphs and present this information using striking visuals, easily and efficiently.

*We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP professional to determine whether completion/attendance at this seminar/program/course qualifies for CE credits.

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Microsoft Excel for Financial Advisors (Intermediate / Advanced)

7 FPSC credits* and 7 Life License Credits (Ont)

With this course the Financial Advisor will learn the advanced features of Microsoft Excel which will allow you consolidate data in minutes, perform audits, present and share complex workgroup information, as well as analyze, share, and manage data enabling you to make better informed decisions, become more accessible, and boost your profitability.

*We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP professional to determine whether completion/attendance at this seminar/program/course qualifies for CE credits.

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Creating Effective Presentations using Microsoft PowerPoint

7 FPSC credits* and 7 Life License Credits (Ont)

This course covers developments in new technologies for business communications. Using PowerPoint as well as other multimedia tools this course explores multi-media presentation technologies. Financial Advisors who take this course will develop the skill level to utilize these tools to create their own professional presentations, improve communications with their contacts and better serve the public. Learn how to incorporate graphics, charts, animated words, sounds, voice, and video in your Microsoft PowerPoint presentations to communicate your message and to maintain high interest.

*We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP professional to determine whether completion/attendance at this seminar/program/course qualifies for CE credits.

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Microsoft Outlook Email Calendars & Contact Management

7 FPSC credits* and 7 Life License Credits (Ont)

Maintaining and keeping good communication with a network of contacts and prospects is one of the most important activities for a Financial Advisor. If you've ever spent hours trying to read, respond and organize your e-mail, then this course is for you! Countless people are spending large parts of their workday managing and responding to email. In this one day interactive course, learn document handling, organizing schedules, as well practical Contact Management. By completing this course, you will learn how to find more time in your day to get your most essential projects accomplished.

*We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP professional to determine whether completion/attendance at this seminar/program/course qualifies for CE credits.

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Microsoft Word for Business (Basic)

7 FPSC credits* and 7 Life License Credits (Ont)

This course is designed for those who have done some basic word processing, and want to learn how to better apply Microsoft Word to your daily life as a Financial Advisor. It covers the basic concepts such as letters, memos, faxes, tables and bullets, and also introduces some intermediate level concepts such as templates, headings and styles. The emphasis in this course is on formatting, efficiency, and shortcuts.

*We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP professional to determine whether completion/attendance at this seminar/program/course qualifies for CE credits.

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Advanced Microsoft Word for Business

7 FPSC credits* and 7 Life License Credits (Ont)

If you are finding your limited knowledge on Microsoft Word is prohibiting you from creating fantastic documents, forms or templates, then this course is for you. During this course you will explore Microsoft Word's comprehensive set of writing tools, create and share great-looking documents, reports, templates, and forms. Learn about mass mailings (print or email). Manage documents, document versions, and setup electronic filing systems.

*We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP professional to determine whether completion/attendance at this seminar/program/course qualifies for CE credits.

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ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.

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